Cash Management Expert

2 weeks ago


Medford, New York, United States Suffolk Credit Union Full time

Branch Operations Specialist II Job Summary:

The Branch Operations Specialist II is responsible for overseeing daily operations at Suffolk Credit Union branches. Key responsibilities include managing cash handling, balancing, and vault transactions to ensure accuracy, security, and compliance.

Key Responsibilities:

  1. Manage cash handling, balancing, and vault transactions to ensure accuracy, security, and compliance.
  2. Assist in establishing new customer accounts and maintaining strong relationships with existing customers.
  3. Process member transactions accurately while maintaining confidentiality and adherence to regulations.
  4. Provide guidance and support to staff on Personal Banker tasks, such as account opening/closing, debit card servicing, and fraud claims.
  5. Help with daily teller drawer reconciliation and vault operations while supporting ATM/ITM management and coordinating with cash vendors.
  6. Offer assistance and mentorship to staff, help with audits, and ensure document retention and compliance are maintained.
  7. Support the Contact Center with inbound calls during peak times, assist with Digital Banking inquiries, and participate in community events.
  8. Contribute to team efforts to meet loan and service goals, ensuring compliance with Credit Union policies, as well as State and Federal regulations.

Requirements:

  • Demonstrates strong interpersonal skills, showing empathy and the ability to build rapport with members.
  • Communicates clearly and effectively, both verbally and in writing, with employees, credit union members, vendors, and third parties.
  • Exhibits excellent customer service and communication abilities.
  • Handles confidential information with tact and responsibility.
  • Works efficiently with direct supervision of daily activities.
  • Achieves individual goals while supporting the team in reaching branch objectives.
  • Possesses intermediate mathematical skills necessary for daily operations.
  • Understands loan processing procedures and related tasks.
  • Has knowledge of credit union loan policies and regulations, including Truth in Lending, HMDA, Equal Credit Opportunity Act, Fair Credit Reporting Act, and more.
  • Demonstrates familiarity with credit union products, services, policies, regulations, and procedures.

Benefits:

  • Comprehensive health, dental, and vision plans, including disability and specialized insurances.
  • Generous 401(k) with employer matching, tuition reimbursement, and paid time off, including holidays, sick leave, and birthdays.
  • Employee wellness and assistance programs, along with support for work-life balance.
  • Flexible spending account designed to support your lifestyle needs.
  • Discounts on loan rates, financial services, and opportunities to participate in community charity events.
  • Holiday luncheons, themed parties, and other employee engagement activities.

Working Conditions:

  • Must be able to communicate effectively through speaking and hearing, with visual acuity for reporting and presenting information.
  • Occasionally required to lift over 45 lbs., such as supply boxes.
  • Occasionally works unusual hours, including Credit Union Days and call nights.
  • Must be available to work a flexible schedule, including Saturdays.
  • Occasionally required to travel up to 50 miles for business needs.

Equal Employment Opportunity Statement:

Suffolk Credit Union provides equal employment opportunities to all applicants and prohibits discrimination of any type based on actual or perceived characteristics protected by law.



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